Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers

PSA Today 11 Jan: Above 35,000 on Chinese interest / Rate hike talks persist / Renesas and Transphorm / Kaneka's building-integrated PVs – Nikkei 225 +1.77% | ¥$145.47

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Joel Scheiman
Tags: China AMC Nomura Nikkei ETF (513520 CH), Toyota Motor (7203 JT), KDDI (9433 JT), Socionext (6526 JT), Renesas (6723 JT), Kokusai Electric (6525 JT), Screen Holdings (7735 JT), Giken (6289 JT), Curves (7085 JT), Honeys (2792 JT), Rakuten (4755 JT), Sony (6758 JT), Nintendo (7974 JT), Suzuki Motor (7269 JT), Maruti Suzuki (MSIL IN), Transphorm (TGAN US), Sequans (SQNS US), Kaneka (4118 JT), Taisei Corp (1801 JT), Nissan Chemical (4021 JT), Sekisui Chemical (4204 JT)
Main Points
• Nikkei 225 closes above 35,000 amid strong Chinese investor interest
• Sakurai comments are a reminder that rate hike talks aren’t going away
• Renesas looks to acquire Transphorm
• Kaneka reported to triple building-integrated PVs
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries. 

The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012. 

Analysts
Joel Scheiman

Julie Boote

Pelham Smithers

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